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Alec Jovani Kelso-Capili

Apollon Wealth Management, LLC

Boise, ID

Mount Pleasant, SC

CRD 7962456

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Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-11-13
  • ID RA
    APPROVED
    Since 2024-11-13

Branch Locations

1673 W. Shoreline Dr Suite 140, Boise, ID 83702 • United States

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Real Money Pros Llc Boise ID 12/2023 Present
Sole Proprietor Boise ID 03/2020 12/2023
Cumulus Media Boise ID 03/2019 03/2020
The Evergreen State College Olympia WA 09/2015 02/2019
Apollon Wealth Management Boise ID 11/2024 Present
  • 12/2023 → Present
    The Real Money Pros Llc
    Boise, ID
  • 03/2020 → 12/2023
    Sole Proprietor
    Boise, ID
  • 03/2019 → 03/2020
    Cumulus Media
    Boise, ID
  • 09/2015 → 02/2019
    The Evergreen State College
    Olympia, WA
  • 11/2024 → Present
    Apollon Wealth Management
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04

View on SEC IAPD

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